This workflow will allow you to:
- Generate and enrich a list of companies based on size, industry, and headcount
- Import a new list of people from your company list based on a criteria of your choosing\
- Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
- Personalize emails to your prospects referencing this data
Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:
- Import opportunity data from Salesforce
- Find and enrich similar companies based on keywords and industry
- Find and enrich people from these companies that fit your ICP
- Use AI to generate some discussion points that can be used for potential outreach
- Send these records back to Salesforce
This workflow will allow you to:
- Import information from prospects through a webhook, such as favorite snacks and whether they requested company merch
- Add that information to a row in a Google Sheets document
- Do an allergen check on the snacks listed and provide an amazon link on where to purchase them
This workflow will allow you to:
- Import Typeform contacts into Clay
- Enrich and qualify those leads
- Personalize a sales pitch outbound message
For detailed instructions on how to use this template, check out this Claybook